Ava: Generative AI Virtual Assistant for Financial Professionals

Introducing Ava, a powerful AI assistant framework created exclusively for financial professionals. By leveraging our pre-built Amazon Bedrock architecture and industry expertise, you can jumpstart development of a custom AI ally that empowers you to deliver exceptional client service.

More than just a task handler, Ava can help you navigate complex client interactions and forge deeper connections. Designed to swiftly gather and analyze relevant data such as client profiles and financial portfolios, Ava empowers you with unbiased insights and personalized recommendations, enabling more informed and impactful conversations.

With its intuitive chat-like interface, Ava revolutionizes your workflow by providing quick access to essential information and automating actions. Before each client interaction, you receive a comprehensive "Client at a Glance" profile, which offers a snapshot of your client's financial journey and evolving needs. Leveraging autonomous AI agents, Ava generates detailed background bios and recommends tailored products, helping you jumpstart meaningful discussions. Ava can then put those insights into action by automating tasks by providing summaries, actioning follow-ups, and orchestrating workflow processes.

Integrated securely within your existing systems, Ava also ensures compliance and data privacy, and its real-time verification process minimizes errors, prioritizing accuracy and reliability in every interaction.

With Ava by your side, you can elevate your client engagement to new heights. Swap tedious data gathering for streamlined, efficient interactions and focus on what truly matters: building strong client relationships.